Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 26 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 8, decreased the number of shares of 17 and completely sold out 1 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (V) VISA INC-CLASS A SHARES (added shares +34.65%), (MMC) MARSH & MCLENNAN COS (added shares +32.7%), (AMZN) AMAZONCOM INC (added shares +58.83%), (CPRT) COPART INC (added shares +53.02%) and (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +11.56%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (8.02%), (MSFT) MICROSOFT CORP (7.1%), (GE) GENERAL ELECTRIC CO (6.51%), (V) VISA INC-CLASS A SHARES (6.42%) and (ICE) INTERCONTINENTAL EXCHANGE IN (6.24%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (reduced shares -3.35%), (MSFT) MICROSOFT CORP (added shares +4.47%), (GE) GENERAL ELECTRIC CO (reduced shares -7.05%), (V) VISA INC-CLASS A SHARES (added shares +34.65%) and (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +11.56%).

2022 Q2 (25 results)
V
+84.42%
+970,381
+3.06%
$196.89
57.41% $309.92
6.68%
DG
+50.95%
+438,407
+1.51%
$245.44
69.47% $74.93
4.47%
ALLE
+37.74%
+676,606
+0.93%
$97.90
44.41% $141.38
3.39%
FICO
+26.46%
+102,724
+0.58%
$400.90
487.52% $2,355.35
2.76%
ANSS
+21.12%
+103,112
+0.36%
$239.29
46.27% $350.00
2.05%
ICE
+12.22%
+448,394
+0.59%
$94.04
69.39% $159.29
5.42%
EFX
+8.02%
+154,248
+0.42%
$182.78
38.74% $253.58
5.69%
ADBE
+3.94%
+28,960
+0.15%
$366.06
39.91% $512.15
3.92%
MAR
+1.53%
+9,301
+0.02%
$136.01
109.02% $284.29
1.30%
DEO
+1.41%
+22,550
+0.06%
$174.12
31.03% $120.09
0.00%
TMO
+0.49%
+5,962
+0.05%
$543.28
5.53% $513.26
9.23%
EL
+0.45%
+5,852
+0.02%
$254.67
72.54% $69.93
4.63%
ACN
+0.34%
+7,779
+0.03%
$277.65
29.18% $358.66
8.91%
RACE
+0.32%
+2,800
+0.01%
$183.40
138.62% $437.62
2.45%
OTIS
-10.05%
-347,915
-0.39%
$70.67
43.20% $101.20
3.46%
BKNG
-10.88%
-42,160
-1.03%
$1,748.99
196.01% $5,177.15
8.46%
ALC
-12.30%
-644,478
-0.64%
$69.86
23.09% $85.99
4.59%
ZTS
-15.96%
-277,443
-0.67%
$171.89
2.95% $176.96
3.52%
CHTR
-16.13%
-49,067
-0.32%
$468.53
17.13% $388.27
0.00%
NKE
-30.30%
-831,658
-1.19%
$102.20
24.27% $77.40
2.74%
PG
-38.69%
-759,400
-1.53%
$143.79
22.60% $176.28
2.42%
LIN
-46.26%
-921,356
-3.71%
$287.35
58.27% $454.78
4.31%
MCO
-55.16%
-367,136
-1.40%
$271.97
76.73% $480.66
1.14%
EBAY
-55.44%
-2,662,047
-1.55%
$41.67
51.76% $63.24
0.00%
GOOG
-74.59%
-2,634,860
-4.04%
$109.37
52.30% $166.57
1.37%
2022 Q1 (25 results)
DG
buy
+860,433
+2.07%
$222.63
66.34% $74.93
2.07%
V
+126.40%
+733,422
+1.76%
$221.77
39.75% $309.92
3.14%
ADBE
+96.43%
+283,490
+1.78%
$455.62
12.41% $512.15
3.62%
CHTR
+80.35%
+102,343
+0.80%
$545.52
28.83% $388.27
1.79%
ALLE
+55.03%
+636,425
+0.75%
$109.78
28.79% $141.38
2.12%
FICO
+52.68%
+97,113
+0.67%
$466.46
404.94% $2,355.35
1.95%
ANSS
+47.58%
+163,085
+0.56%
$317.65
10.18% $350.00
1.73%
EFX
+25.27%
+415,080
+1.06%
$237.10
6.95% $253.58
5.27%
NKE
+15.34%
+253,728
+0.53%
$134.56
42.48% $77.40
3.99%
GOOG
+9.83%
+243,474
+0.48%
$139.65
19.28% $166.57
5.33%
OTIS
+4.44%
+165,193
+0.14%
$76.95
31.51% $101.20
3.23%
EL
+1.20%
+15,308
+0.05%
$272.32
74.32% $69.93
3.80%
MAR
+1.16%
+7,701
+0.01%
$175.75
61.76% $284.29
1.28%
RACE
+0.50%
+4,746
+0.01%
$219.67
99.21% $437.62
2.26%
ALC
+0.50%
+26,710
+0.02%
$79.67
7.93% $85.99
4.60%
TMO
-1.90%
-15,885
-0.15%
$590.65
13.10% $513.26
7.69%
EBAY
-2.64%
-96,247
-0.08%
$57.26
10.44% $63.24
2.97%
ZTS
-2.98%
-53,316
-0.11%
$188.59
6.17% $176.96
3.54%
DEO
-3.26%
-56,615
-0.12%
$203.14
40.88% $120.09
3.69%
ICE
-4.17%
-159,587
-0.23%
$132.12
20.56% $159.29
5.23%
MCO
-7.08%
-50,675
-0.18%
$337.41
42.46% $480.66
2.42%
ACN
-7.72%
-191,118
-0.70%
$337.23
6.35% $358.66
8.31%
PG
-21.61%
-541,187
-0.89%
$152.80
15.37% $176.28
3.24%
BKNG
-25.99%
-136,055
-3.45%
$2,348.45
120.45% $5,177.15
9.82%
LIN
-30.52%
-621,204
-3.03%
$320.94
41.70% $454.78
6.90%
50 of 748

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.